Creating a Withdrawal

A Withdrawal is used to identify affected products, notify impacted locations, and coordinate response activities when a product issue requires action. Withdrawals can be created in several ways, but all creation methods ultimately follow the same workflow for reviewing products, locations, contacts, and communications before launch. 

Withdrawal Templates

Withdrawal templates enable you to add details and write messages that are ready and available in the critical moments of a recall/withdrawal. With pre-configured messaging and notification schedules, you can quickly initiate a recall/withdrawal by selecting the necessary template. See: Create a Withdrawal Template

Choose a Creation Method

There are several ways to create a Withdrawal depending on your workflow.

Create a New Withdrawal

Use this option when creating a Withdrawal from scratch.

  1. Navigate to Withdrawals.
  2. Select Create Withdrawal.
  3. Choose the appropriate Withdrawal Template if applicable.
  4. Complete the Withdrawal details and proceed through the workflow.

Duplicate an Existing Withdrawal

Use this option when a previous Withdrawal contains similar products, locations, or communications.

  1. Navigate to Withdrawals.
  2. Locate the Withdrawal you want to copy.
  3. Select the Copy Screenshot 2026-06-10 at 1.36.31 PM.pngaction.
  4. Review and update the copied information as needed.
  5. Continue through the Withdrawal workflow.
Screenshot 2026-06-10 at 1.35.25 PM.png

 

Create a Withdrawal from an Investigation

Use this option when an Investigation has already identified affected products or locations.

  1. Open the Investigation.
  2. Select Withdrawal List.
  3. Review the affected products and locations.
  4. Select Create Withdrawal.
  5. Complete the remaining Withdrawal workflow.

 


Related Resources

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